Filed January 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,871 | $49,177-84.0% | $79,464-90.1% | $64,186-87.7% |
| Participation rate | 85.5% | 65.0%+20.5pp | 73.3%+12.2pp | 69.6%+15.9pp |
| Annual return | -0.07% | -1.16%+1.1pp | 718.14%-718.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,690 | $2,821-40.1% | $3,704-54.4% | $3,470-51.3% |
| Admin fee / account holder | $353 | $3,839-90.8% | $5,113-93.1% | $4,888-92.8% |